Emburse Analytics Quick-Start Guide

Use this quick-start guide to find, run, and interact with standard dashboards and reports in Emburse Analytics.

For users with the Creator license, the sections below help you get started with standard reports and dashboards. For guidance on creating custom content, see these topics:

• Creating a New Report

• Creating a Dashboard

Navigate Emburse Analytics

When you open Emburse Analytics, the default dashboard displays. To access more content, select All in the upper left corner.

Understand Standard Folders

You will see these standard folders:

• Personal Folder: Labeled with your name, this folder includes reports and dashboards you create. Other users cannot access it.

• Emburse Analytics Folder: This folder contains Emburse-created content, including standard reports and dashboards.

• Emburse Analytics Pro Folder: If your organization subscribes to Emburse Analytics Pro, users with the Creator user type see this folder with Pro dashboards and reports.

• Organizational Folder: Labeled with your organization name, this folder contains reports and dashboards shared across your organization.

For details about folder access, see Folder Contents and Access .

Use the Menu

You can also select the Menu option in the upper left corner to navigate Emburse Analytics.

• The Personal tab gives you quick access to your personal folders, your organization folder, and templates and standard reports.

• Users with admin permissions also see an Admin tab with links to admin pages like User Management Admin Screen, Group Management Admin Screen, Schedules Admin Screen, and Burst Schedules Admin Screen.

Find Standard Reports and Dashboards

The Emburse Analytics folder contains subfolders for each Emburse business unit that your organization subscribes to. The example below shows the contents for Emburse Enterprise subscribers.

Inside each folder, you will find preconfigured dashboards and reports. Select a report or dashboard to open it.

Interact with Dashboards

A dashboard is a collection of reports displayed in tiles. You can interact with dashboards in several ways:

1. Select any dashboard tile to interact with the data.



2. Select filter values across the top, then select Refresh in the upper right.



3. Review the saved filter values at the top of the dashboard.



4. Right-click in a tile to drill through to detailed data.



5. Select the Information control to view how dashboard data is calculated.

Show All

Use Show All to review the related detail behind a summarized amount or label on a dashboard or report.

1. Hover over an amount or label to display the underline.



2. Right-click the underlined amount or label, then select Show All.



3. Emburse Analytics displays the related detail. In the upper right corner, select Explore to view the full report, or select Download to save the data in your preferred format.

Run Standard Reports

1. In the relevant folder, select a standard report to open it.

   Reports can display as tables, charts, or other visualization types.





2. Select Filters in the upper left to view and edit report filters.



3. Update the filters, then select Run.

Sort and Reorder Table Columns

Table visualizations support sorting and column reordering.

1. Hover over the right side of a column header to view Column Options (three dots) and sort controls.



2. Select the sort arrows in the column header to sort that column. The first selection sorts the column in descending order. Select the arrows again to sort in ascending order.

3. Drag a column header to move the column to a new position.